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HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Technology Stocks
3Com Turnaround Progressing Nicely
Last week 3Com Corporation (NASDAQ:COMS), which is on my list of top 10 networking stocks, reported a strong fiscal 2010 first quarter that beat estimates and increased its guidance. As per a Dell’Oro Group report, 3Com has for the fourth consecutive quarter increased its market share for enterprise Ethernet switching ports. There are strong signals that a turnaround is happening. Let’s take a closer look. >>>
RIM Needs Prosumer Apps To Reverse Trend
Research In Motion Limited (RIM) (NASDAQ:RIMM; TSX:RIM), the maker of the popular BlackBerry with annual revenue of $11.07 billion, reported its second quarter results last week. Its third quarter outlook was disappointing as Apple and Palm have upped the ante by lowering prices on their phones. >>>
Optics Overview: Tough Times
With the increasing use of high-bandwidth applications to use the Internet to download videos and music, play games, and watch IPTV, there is increasing demand for optical networks. At the same time, the economic slowdown has impacted the revenues of optical component manufacturers, JDSU and Finisar as telecom operators slow down their IT spending. Let’s take a closer look. >>>
Atheros Expanding in Tough Times
It looks to be a season of acquisitions, and one of the latest companies to make a notable addition to its portfolio is chipmaker Atheros. Atheros (NASDAQ:ATHR), with annual revenue of $472 million, is best known for its Wi-Fi chips. It recently announced plans to buy Intellon Corporation (NASDAQ:ITLN), a provider of HomePlug® compatible products, for $244 million. Let’s take a closer look. >>>
Adobe’s Enterprise Strategy
Last week, Adobe (NASDAQ:ADBE) announced third quarter results and its plans to buy Omniture, the SaaS industry leader in web analytics and online business optimization, for about $1.8 billion. It looks as though Adobe is going towards an enterprise software strategy and steering away from creative professionals, where Apple (NASDAQ:AAPL) looms as a major threat. In that direction, a legitimate portfolio would include not only analytics for web sites, but also content management software/SaaS. Let’s take a closer look. >>>
Alibaba, Baidu Riding The China Boom
According to a recent report published by China Internet Network Information Center (CNNIC) on Internet development in China, that country added 40 million users to the Web community within the first half of this year. China is home to the largest number of broadband subscribers and Internet users in the world. >>>
New Faces And Lower Prices As Palm Continues to Challenge Apple
Last week Palm (NASDAQ:PALM) reported its first quarter results that included the first full quarter of Palm Pre sales. Although the company would not give out the number of Palm Pre sales, it is expected to have sold about 500,000 units. Palm Pre sales are riding the uniqueness of its operating system, webOS, which is in some respects even better than that of the iPhone. Palm has announced another phone based on the webOS. Let’s take a closer look. >>>
What Will Oracle Acquire This Fall?
This week, Oracle reported a mixed first quarter, with revenue declining for the second straight quarter. Oracle has spent $30 billion to acquire 56 companies over the past five years, and its annual revenue is now about $23.3 billion. However, the company has run into some trouble over its Sun acquisition. The closure of its $7.4 billion acquisition of Sun has been pushed to January due to an antitrust probe by the European Union. >>>